+367.1%
ASX vs LUV
+113.3%
+253.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.2% | +3.2% |
| 7D | -9.1% | +6.6% | -15.7% | -10.5% |
| 30D | -23.6% | +11.2% | -34.8% | -25.7% |
| 3M | -5.6% | +3.6% | -9.3% | -6.4% |
| 6M | +4.7% | +13.1% | -8.5% | +1.6% |
| YTD | +122.6% | +13.6% | +109.0% | +112.8% |
| 1Y | +133.0% | +44.4% | +88.7% | +109.4% |
| 3Y | +367.1% | +113.2% | +253.9% | +239.3% |
| All | +367.1% | +113.3% | +253.8% | +239.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded LUV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling